Civic Intelligence

The Farris Charitable Trust C/O David Farris

990PF • Fiscal year 2017 • EIN 13-7148226

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
71 Crest DriveBernardsville, NJ 07924-1707

(908) 221-0507

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

70th percentile

9.9%

Faster asset growth than 70% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$1,468,259

Up $104,754 (+7.7%) from 2015

Net Assets

Up

$1,468,259

Up $104,754 (+7.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin97th percentile

Revenue

Down

$134,020

Down $105,351 (-44%) from 2015

Expenses

Down

$2,150

Down $400,931 (-99%) from 2015

Net Income

Up

$131,870

Up $295,580 (+181%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,926,504Liabilities 2011: $02011Assets 2012: $1,555,534Liabilities 2012: $0Net Assets 2012: $1,555,5342012Assets 2013: $1,622,418Liabilities 2013: $0Net Assets 2013: $1,622,4182013Assets 2014: $1,527,215Liabilities 2014: $0Net Assets 2014: $1,527,2152014Assets 2015: $1,363,505Liabilities 2015: $0Net Assets 2015: $1,363,5052015Assets 2017: $1,468,259Liabilities 2017: $0Net Assets 2017: $1,468,2592017Assets 2018: $1,430,282Liabilities 2018: $0Net Assets 2018: $1,430,2822018Assets 2019: $1,391,447Liabilities 2019: $0Net Assets 2019: $1,391,4472019Assets 2020: $1,463,070Liabilities 2020: $0Net Assets 2020: $1,463,0702020Assets 2021: $1,446,276Liabilities 2021: $12021Assets 2022: $1,505,746Liabilities 2022: $0Net Assets 2022: $1,505,7462022Assets 2023: $1,465,751Liabilities 2023: $12023Assets 2024: $1,531,370Liabilities 2024: $0Net Assets 2024: $1,531,3702024

Highlighted filing

2017

Assets$1,468,259
Liabilities$0
Net Assets$1,468,259
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $60,208Expenses 2011: $111,706Net Income 2011: -$51,4982011Expenses 2012: $348,9592012Revenue 2013: $405,229Expenses 2013: $334,677Net Income 2013: $70,5522013Revenue 2014: $248,446Expenses 2014: $343,649Net Income 2014: -$95,2032014Revenue 2015: $239,371Expenses 2015: $403,081Net Income 2015: -$163,7102015Revenue 2017: $134,020Expenses 2017: $2,150Net Income 2017: $131,8702017Revenue 2018: $99,487Expenses 2018: $137,464Net Income 2018: -$37,9772018Revenue 2019: $64,730Expenses 2019: $103,565Net Income 2019: -$38,8352019Revenue 2020: $123,949Expenses 2020: $52,326Net Income 2020: $71,6232020Revenue 2021: $36,234Expenses 2021: $52,195Net Income 2021: -$15,9612021Revenue 2022: $113,458Expenses 2022: $50,815Net Income 2022: $62,6432022Revenue 2023: $38,741Expenses 2023: $72,715Net Income 2023: -$33,9742023Revenue 2024: $106,260Expenses 2024: $31,053Net Income 2024: $75,2072024

Highlighted filing

2017

Revenue$134,020
Expenses$2,150
Net Income$131,870
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J FARRISTrustee-$0--
JILL FARRISTrustee-$0--
JULIE ELLEN VALENTINETrustee-$0--
JENNIFER LOUISE MOSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Farris Charitable Trust
EIN
13-7148226
Phone
9082210507
Address
71 CREST DRIVE, BERNARDSVILLE, NJ 07924-1707

Signing Officer

Name
David Farris
Title
Trustee
Phone
9082210507
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Maffei Masiello & Company Pa
Address
PO BOX 210, MENDHAM, NJ 07945-0210
Preparer
Stephen R Maffei CPA
Phone
9735436055
Raw XML Appendix345 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.235901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.169602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.164161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.169418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01516626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01369998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01689751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01963455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02005559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02048516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.739779
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID FARRIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt071 CREST DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BERNARDSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007924
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09082210507
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID J FARRIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JILL FARRIS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt072214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0318808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0239732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0236997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0186036
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt072214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0113822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0795537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0318808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0239732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0236997
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0909359
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0981573
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09082210507
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FARRIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DAVID FARRIS
ReturnHeader/Filer/BusinessNameControlTxt0FARR
ReturnHeader/Filer/EIN0137148226
ReturnHeader/Filer/PhoneNum09082210507
ReturnHeader/Filer/USAddress/AddressLine1Txt071 CREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0BERNARDSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0079241707
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F746335BF5C2DD65110816354A1D44B301672DA4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FBAA3ED79BD80328A1D58B7A3F7C942F2051BF06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.187.47.14
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:06:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223453068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAFFEI MASIELLO & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0079450210
ReturnHeader/PreparerPersonGrp/PhoneNum09735436055
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN R MAFFEI CPA
ReturnHeader/ReturnTs02018-05-09T15:02:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,468,259
Liabilities
$0
Net assets
$1,468,259
Revenue
$134,020
Expenses
$2,150
Net income
$131,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.03$0.08
2023Summary only. Only limited summary data is available for this year.$1.47$0.00$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11$0.05$0.06
2021Summary only. Only limited summary data is available for this year.$1.45$0.00$0.04$0.05$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.12$0.05$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.06$0.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.10$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.13$0.00$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.24$0.40$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.25$0.34$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.41$0.33$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.35
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.06$0.11$0.05